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Sightline Wealth Advisors, LLC: XNEAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sightline Wealth Advisors, LLC on XNEAX, newest first. How the timeline and the estimate are built.

Sightline Wealth Advisors, LLC held 18,486 XNEAX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,486 shares
    Change vs previous 13F +3,329 shares

    0.08% of the 13F portfolio, value $217,024.

    13F-HR 0001951757-26-001024 filed by Sightline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,157 shares
    Change vs previous 13F +173 shares

    0.07% of the 13F portfolio, value $170,217.

    13F-HR 0001951757-26-000612 filed by Sightline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,984 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $174,262.

    13F-HR 0001951757-26-000307 filed by Sightline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).